Basic course

The management can be found along the path New basic course or it can be performed from Search Basic courses.

Purpose

Basic courses are templates for courses that are conducted repeatedly, or not: upon hiring new employees, upon changes in their roles, periodically for renewals required by laws and regulations.

Command Buttons

Save

Pressing this button saves all modified information of the Basic course displayed.

Duplicate

To duplicate an existing Basic course into a new Basic course, it is necessary to press the Duplicate button. A request will be displayed:

Basic course Type: this is the Basic course type of the new Basic course (mandatory data), the Basic course type of the original Basic course is suggested.
Code: this is the Code of the new Basic course (mandatory data).
title: this is the Title of the new Basic course (mandatory data).
Area: this is the Area of the new Basic course, the Area of the original Basic course is proposed.
Sector: this is the Sector of the new Basic course, the Sector of the original Basic course is proposed.
Course category: this is the Course category of the new Basic course, the Course category of the original Basic course is proposed.

Then press the OK button or the Cancel button if you wish to proceed with the duplication activity or not.
At the end of the processing, the new Basic course is displayed.

Schedule Next Course

To schedule a new Training Course from a Basic course, it is necessary to press the Schedule Next Course button.
The new Training Course created will have the following preloaded information:

Training course type: specified in the table of Basic course Types present in the original Basic course.
Year, Number, and Date: based on what is provided by the Numbering associated with the Type of training course and the current date.
Planned: indicator of Scheduled training course.
Other information inherited from the original Basic course: Contents, Instructor, Instructor requirements, Foreign presence, Effectiveness assessment, Regulatory references, Sector, Area, Course category, Expected hours, and Expected cost; the list of Roles involved.
Based on the Roles involved, the Employees who hold those Roles as of the course date are proposed.

At the end of the processing, the new Training Course is displayed.

Schedule Next Renewal

The button is only enabled if a single Basic course is selected from the results grid where a renewal is anticipated (Renewal course data with Frequency different from zero).
To schedule a new renewal from a Basic course, you need to click in the grid on the Basic course from which you want to schedule and press the Schedule Next Renewal button. You can schedule only one Training Course at a time.
A message indicating the impossibility of creating a renewal will be displayed if no Training Course has ever been conducted for the Basic course. The new Training Course created will have the following preloaded information:

Training course type: specified in the table of Basic course Types present in the original Basic course.
Year, Number, and Date: based on what is provided by the Numbering associated with the Type of training course and the current date.
Planned: indicator of Scheduled training course.
Renewal: indicator of Training Course Renewal.
Other information inherited from the original Basic course: Instructor, Instructor requirements, Regulatory references, Sector, Area, Course category, the list of Roles involved; from the Basic course - Renewal: Contents, Foreign presence, Effectiveness assessment, Expected hours, and Expected cost.
Based on the Roles involved, the Employees who hold those Roles as of the course date are proposed.

At the end of the processing, the new Training Course is displayed.

Data Management

Header Data

The managed information includes:

Basic course Type: this is the Basic course type of the new Basic course (mandatory data), the Basic course type indicated in the Staff Management Parameters is suggested.
Code: this is the Code of the new Basic course (mandatory data).
title: this is the Title of the new Basic course (mandatory data).
Active: indicates that the Basic course is still active.
Starting validity date: this is the date from which the Basic course is valid.
Expiration Date: this is the date from which the Basic course ceases to be valid.
Scheduled hours: these are the expected training hours.
Cost: this is the expected training cost.
Contents: free notes on the topic.
Notes: free notes.

Sector: this is the company Sector to which the Course is aimed.
Area: this is the company Area to which the Course is aimed.
Course category: this is the Course category.
Tutor: this is the Instructor expected to conduct the Training Course.
Tutor requirements: free notes on the topic.
Normative requirements: free notes on the topic.
Attested: free notes on the topic.
Foreign presence: free notes on the topic.
Efficacy evaluation: free notes on the topic.

Renewal: expander where it is possible to enter:

Renewal data: free notes on the topic.
Contents: free notes on the topic.
Notes: free notes.

Scheduled hours: these are the expected training hours for each renewal.
Cost: this is the expected training cost for each renewal.
Frequency (in months): this is the period (expressed in months) that elapses between the first Course and the first Renewal, or between Renewal and Renewal.
Attested: free notes on the topic.
Foreign presence: free notes on the topic.
Efficacy evaluation: free notes on the topic.

Involved Roles

These are the Roles involved in participating in the Course.
Based on the listed Roles, the Employees who hold them in the Training Course created from this Basic course are proposed.
The list consists of the following information:

Task: this is the code of the Role.
Task description: this is the description of the Role.
Notes: free notes.

Planned and Completed Courses

In these two lists, it is possible to view the history of Planned Training Courses and Completed Training Courses.
By double-clicking on the desired row, it is possible to manage the selected Training Course.
The list of Planned Courses consists of the following information:

Topics to be covered.
Scheduled date from.
Scheduled hours.
Tutor.

The list of Completed Courses consists of the following information:

Topics covered.
Effective date from.
Duration (hours).
Tutor.

For everything else not detailed in this document about the common functioning of forms, refer to the following link Common functionalities, buttons, and fields.